Financial Planning/Mentee Program position - Financial Services (Omaha, NE)
Compensation: Salary depends on experience
Employment type: Full-time
We have an established, independent wealth management practice and we are looking to add another financial advisor to our team. Our firm has found great success by establishing a mentorship program for newer advisors looking to join the financial planning industry. The first two years of the program are spent working directly with two senior advisors and our clients, almost like a physician's residency program. During this two-year period, our goal is to teach the newer advisor as much as possible to help them learn what is necessary to build and succeed as a financial planner.
Some experience in financial planning would be ideal, but not 100% necessary if the fit is right. Finding the right partner for our growing practice is our priority.
Responsibilities for this fast-paced office environment require attention to detail, sales skills, high-level writing skills, strong organization skills and self-motivation. Candidate will ideally already have series 7 licensing, insurance licenses, and some industry experience.
This position offers full benefits and a competitive base salary. More importantly this person will have an active role in a fast-growing practice, mentorship from two senior planners, and a jumpstart on a great career path. Please send resume if you are interested.
About Southwestern Investment Group - Raymond James
Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.